In this article, you will learn how to complete a checklist that's been added to a job. 

Checklists is a Feature Center add-on that allows you to create customizable checklist templates to standardize your workflow and make sure nothing gets missed. Each template can include a variety of field types to capture exactly what you need, such as checkboxes, single/multi-select, pass/flag/fail, file uploads, and more. 

Completing a checklist on web (desktop)

Admins or office staff can easily fill out a checklist right from the web app. 

1. From the web app, open the job that contains a checklist
2. Select the Checklists tab
   
3. Select the checklist you want to complete
4. Complete the checklist and select Save
   

Completing a checklist on the mobile app

Checklists can also be filled out from the mobile app, making it easy for your techs to stay on top of things on a phone or tablet. 

1. From the mobile app, open the job that contains a checklist
2. Scroll down and select Checklists
   
3. Select the checklist you want to complete
4. Complete the checklist and select Save
   
5. Open the job 

Requiring checklists to be completed

To require a checklist to be completed in order to close a job, consider using the Custom Fields add-on.

1. From the top navigation bar, select your profile icon > Settings
2. Under Job settings, select Custom Fields
3. Select Add new and create your custom field
   1. Field type: Choose the type of custom field you want to create (e.g., checkbox, dropdown, etc.)
   2. Field name: Enter a name for this custom field (e.g., Checklists completed)
   3. All job types: Decide whether this custom field should apply to all job types or only some
   4. Required: Set this to NO
   5. Required to close: Set this to YES
   6. Searchable: Set this to YES
   7. Select Save

After creating your custom field, your team will be required to satisfy this field before they can change the status of a job to done or done pending approval. If it’s incomplete, they’ll be prompted to fill it out when closing the job on web or mobile.

Sending completed checklists to clients

After completing a checklist, you can easily export the PDF and send it to your client as an email attachment. 

1. From the web app, open the job containing the completed checklist
2. Select the Checklists tab
3. Next to the checklist you want to export, select the download icon
4. Find the file on your device and send it to your client via email